VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $527,472 | -5.4% | 2,533 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $557,665 | +4.4% | 2,533 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $534,260 | -7.9% | 2,533 | -11.0% | 0.01% | -11.1% |
| Q4 2022 | $579,839 | +0.7% | 2,845 | -7.1% | 0.01% | 0.0% |
| Q3 2022 | $576,000 | +2.9% | 3,062 | +7.6% | 0.01% | +12.5% |
| Q2 2022 | $560,000 | -17.3% | 2,845 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $677,000 | -6.6% | 2,845 | 0.0% | 0.01% | +14.3% |
| Q4 2021 | $725,000 | +20.8% | 2,845 | +12.3% | 0.01% | +16.7% |
| Q3 2021 | $600,000 | -0.2% | 2,533 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $601,000 | +7.1% | 2,533 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $561,000 | -10.5% | 2,533 | -16.5% | 0.01% | 0.0% |
| Q4 2020 | $627,000 | +40.6% | 3,032 | +19.7% | 0.01% | +16.7% |
| Q3 2020 | $446,000 | +0.9% | 2,533 | -6.1% | 0.01% | -14.3% |
| Q2 2020 | $442,000 | +32.7% | 2,697 | +6.5% | 0.01% | +16.7% |
| Q1 2020 | $333,000 | – | 2,533 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fidato Wealth LLC | 100,238 | $19,754,000 | 25.80% |
| BCK Partners, Inc. | 112,539 | $22,167,000 | 15.51% |
| Divergent Planning, LLC | 104,832 | $20,649,000 | 14.84% |
| JMG Financial Group, Ltd. | 1,171,697 | $230,789,000 | 14.31% |
| TL Private Wealth | 116,040 | $23,062,000 | 13.44% |
| Northwest Quadrant Wealth Management, LLC | 206,103 | $41,192,000 | 12.76% |
| Lake Point Wealth Management | 112,787 | $22,216,000 | 12.62% |
| Axiom Financial Strategies, LLC | 118,989 | $23,437,000 | 12.33% |
| Larson Financial Group LLC | 353,148 | $69,560,000 | 12.03% |
| Riverpoint Wealth Management Holdings, LLC | 144,559 | $28,474,000 | 11.46% |